Clinical Operations
11 document types
- Charting / Documentation SOPs
- Clinical Quality Assurance Checklists
- Crisis Intervention Procedures
- Ketamine Therapy Protocols (IV/IM/SL)
- Medication Management Guidelines
- Safety & Emergency Response Protocols
Compatibility
Healthcare
Clinics and practice groups with clinical protocols, payer rules and intake procedures that must match what is in force today.
- Departments
- 7
- Document types
- 62
- Formats
- Word · PDF · Excel · CSV · Text
Departments
Compliance & Regulatory
8 document types
- FERPA (if school partnerships) Guides
- HIPAA Breach Response Plan
- HIPAA Compliance Manual
- Incident Report Forms
- Mandatory Reporting Guidelines
- OSHA / Workplace Safety Guide
Front Office & Intake
10 document types
- Appointment Scheduling SOP
- Clinic Floor Workflow Diagram
- Consent Forms (Treatment, Telehealth, HIPAA, ROI)
- Demographic & Eligibility Forms
- Front Desk Scripts (phone, scheduling, follow-ups)
- New Patient Intake Packet
HR & Training
9 document types
- Annual Compliance Training Decks
- Continuing Education Tracking Sheet
- Employee Handbook
- New Clinician Training Manual
- Onboarding Checklist
- Performance Review Templates
Insurance & Billing
10 document types
- Billing Error Resolution Guides
- Clinical Documentation Requirements (by payer)
- Coverage Guidelines (by payer)
- Diagnostic Code Cheat Sheets (ICD-10)
- Insurance Contract Summaries
- Insurance Verification Form
Marketing & Communications
8 document types
- Approved Brand Guidelines
- Community Outreach Templates
- Crisis Communication Script
- Patient Education Handouts
- Referral Marketing Scripts
- Service Brochures (TMS / Ketamine / Therapy)
Vendor & Device Tech
6 document types
- EHR User Guides (SimplePractice, Charm, Athena, etc.)
- Equipment Maintenance Logs
- IT Troubleshooting SOP
- Phone System SOP
- TMS Device Manuals (Magstim, NeuroStar, Brainsway)
- Vendor Contacts Directory
Other industries
Also mapped.
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.